Meet the Passport Team

Here's your chance to put a face to the name of people you've been talking to over the years! Staff may change from time to time. so feel free to visit us often! Meet the Passport Team

eDocs - We're almost there!



New Technology - PBS eDocs

PBS eDocs is a new, fully-integrated document management solution, a brand-new technology introduced with PBS SQL or CashPoint Version 12.08. This technology saves time and effort; and gives staff much improved access to important documents electronically, without the hassle of copying and passing paper documents around from person to person. Read more

More about eDocs

eDocs is only available for SQL (Structured Query Language) systems. If you are interested in eDocs, more robust reporting, or need PBS to 'talk' with other SQL software, SQL may be the right choice for your system, Please read more about SQL, and take a minute to check out the video on the same page.

¿Habla Español?

A reminder that our Accounting Basics Guidelines has been available on our Resource/Training site. And now, that same document is available in Spanish! Download the Putnos Importantes de Contabilidad Básica (PDF). Translation provided by Jessica, Passport's Accounting Associate.

PBS Tips and Tricks

Every month, Peter Dalziel, VP Customer Services, compiles a thorough probe into various topics, whether it be a certain module, accounting techniques, or how to best maneuver through your software. These tips and tricks help you to achieve the best and easiest ways to get the most from your PBS. See all the Tips & Tricks.

Short-Cut Keys for PBS

A Passport Partner has put together some clever tips to help you "zoom through data entry and minimize using a mouse". Read more

More Training Videos

We've told you about the Passport Training and Resource Site, but you are also able to view dozens of YouTube videos including helpful accounting procedures, ODBC connections, ACA requirements, making special reports, and a whole lot more.  Take a look - Passport's YouTube Page

Microsoft Windows 11 Testing is Complete

Passport’s staff have successfully completed testing of Microsoft Windows 11 for both PBS and CashPoint. We suggest that you wait until Microsoft has released their first update for any fixes they may issue.

Affordable Care Act Compliance - It's Still a Thing

Our ACA Reporting Software streamlines ACA compliance management year-round to help customers avoid serious penalties, and it simplifies year-end reporting. Optional proxy filing is available to our ACA software customers.

ACA Full Service is the most comprehensive of our ACA reporting services. We do it all for you throughout the year, from ACA-related employee data management to electronic filing.

Again - The Same Message from Support...

Back up! Back up! Back up! Back up! Back up! Back up! 

(I think they feel strongly about this!)

Just so happens that this month's Tips & Tricks addresses this very topic. Tips & Tricks #39

How Do You know What You Don’t Know?

A recent occurrence with a Passport customer sparked this blog by John Miller, Passport's President. Seems that they were doing things the hard way, when.it could have been so much easier! Passport offers ways to make your life easier, including training videos and easy access to PBS documentation. Read more

Summertime - and the grillin' is easy...

Flank Steak with Cilantro & Blue Cheese Butter



I haven't tried this recipe yet, but I plan to! I mean what could be bad? The marinade is simple, and frankly you could make any marinade or rub you want.

   And certainly, if you don't like cilantro, use parsley or nothing at all; it's still going to be delicious!

Get the recipe

And you gotta have potatoes with steak! Here's a delicious, and easy grilled potato recipe.

21 Fresh Refreshing Summer Cocktails

And of course, you'll need to stay hydrated in this heat!.

Get the recipes

Should you have any questions, comments or need to learn more about any of the topics above, please contact your Passport Partner.

Not sure who to call? Contact Marti Walt 800.969.7900 x103

Passport Business Solutions, CashPoint, RealWorld, and PBS are trademarks or registered trademarks of Passport Software, Inc. The foregoing document: Copyright, Passport Software, Inc. © 2022. All rights reserved. SQL Server is a registered trademark of Microsoft Corporation in the United States and other countries. NCR Counterpoint is the property of NCR Corporation/Radiant Systems. Additional names of companies or products may be the intellectual property of their respective owners.